Form-fed document builder from multiple rows

09/24/21
Answered - Pending Review

First time Smartsheet Community questioner, long time Smartsheet user!

I'm in Education Management, and I'm starting to dabble with Document Builder from a multi-rater input form approach. Essentially 5 different raters would submit the same form with their own unique input for the same unique value (in my case, the Student ID).

Is there a way to transpose multiple form rows by unique value to map cell values into one document? With parent/child rows, perhaps? I'm knowingly stretching my brain wings on this one, so any help or alternate workaround would be greatly appreciated!

I'm attaching a snippet portion of my fillable PDF form for visual reference of my intended field mappings. Thanks in advance!

~JJ

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Jen Jennings

    I hope you're well and safe!

    You can collect everything on one row or another so-called helper sheet and row and reference it in the Document Builder.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Jen JenningsJen Jennings ✭✭✭✭

    Sheet/Row reference! Ahhhh.... Ok, this will certainly stretch my wings, but I can somewhat envision what you're describing in my mind. Thank you so much for this suggestions. My other (dreamy) thought that might have possibly worked...is to have a 'waterfall'/chain form recipient logic a form where I'd duplicate fields where I want standard responses, but rename field/header by recipient number in the logic sequence. Realizing this may not yet be an available feature, I thought I'd mention this part of my process-storm. Much appreciated again!

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